Job Title: Senior Vice President, Regional Sales Manager
Company: Wells Fargo
Mentor Since: Fall 2005
Will Mentor: Undergrad Students
Treasury Management Sales, Regional Manager, working with middle market commercial customers.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial financial services through more than 8,600 locations, 13,000 ATMs, online (wellsfargo.com), and mobile devices.
We’re headquartered in San Francisco, but we’re decentralized so every local Wells Fargo location is a headquarters for satisfying our customers’ financial needs and helping them succeed financially. We do business with 70 million customers and one in three U.S. households. Wells Fargo has approximately 273,000 team members in 42 countries and territories across our more than 90 businesses.
At the end of first quarter 2017, Wells Fargo ranked third in assets among U.S. banks.
Our vision: "We want to satisfy our customers’ financial needs and help them succeed financially."
15 years at Wells Fargo - Treasury Management Sales, Regional Manager
22 years at Bank of America - NW Senior Finance Executive reporting to Region President. Managed various treasury and finance functions including Financial Planning and Analysis and Asset Liability Management (e.g., rate risk and liquidity management, merger and acquisition analysis, capital investment analysis, product costing, and loan and deposit pricing)
4 years CPA staff auditor at Moss Adams and E&Y
University of Washington, B.A. Business Administration, concentration in accounting, 1976
(Magna Cum Laude, Phi Beta Kappa)
State of Washington, Certified Public Accountant- 1977
Continuing education classes including treasury management, sales management, process re-engineering, and leadership development.
Puget Sound Blood Center - Finance Chair and Board Member
University Preparatory Academy - Finance Committee member
Mentoring Objectives & Scope
I am interested in mentoring students who are interested in a customer facing position in commercial banking
When and where do you hold meetings with your students?
Preferred meeting time is 4:00 at a downtown location